Creating Customer Statements in QuickBooks   Invoices not being paid promptly? Customers questioning their payment history? Create statements.   Let’s say you have a regular customer who used to pay on time, but he’s been hit-and-miss lately. How do you get him caught up?   Or, one of your customers thinks she’s paid you more… Read more »

Using Quickbooks’ Income Tracker QuickBooks provides numerous ways to learn about your company’s health. Income Tracker is one of the most effective.   You can get an enormous amount of useful information from QuickBooks’ reports – especially if you customize them to isolate the precise data you want. Reports included with the software range from… Read more »

What Is a Vendor Credit, and How Do You Record One?   Whether you’re getting a vendor credit for a refund or a return, you can record it in QuickBooks Online.   When you’re dealing with your company’s vendors, you’re probably accustomed to money flowing in one direction: theirs. Maybe you send them purchase orders… Read more »

7 Best Practices for QuickBooks Online   Even if you’ve been using QuickBooks Online for a long time, it’s good to step back and evaluate your actions.   “Best practices” aren’t enforceable rules. They’re simply guidelines businesses commonly follow in one area or another. If you’re in retail, for example, one best practice might be… Read more »

What Sales Orders Are and When to Use Them They’re not as commonly used as invoices. But if you need them, they’re there.   When you want to document sales that you can’t (or won’t) fulfill immediately, but you plan to do so in the future, you can’t create an invoice just yet.This is where… Read more »

Receiving Payments in QuickBooks Online It’s perhaps one of your favorite activities in QuickBooks Online: recording money that comes in. Are you doing it right? Your days of matching paper checks to paper invoices are over. QuickBooks Online excels at keeping your accounts receivable organized. No more digging through piles of forms and hand-stamping PAID… Read more »

Working with Checks in QuickBooks Online banking may get all the headlines, but a lot of small businesses still prefer paper checks. QuickBooks can accommodate them. “I don’t write checks anymore,” you hear a lot of people say these days. Debit cards, smartphone payment apps, and online banking have replaced the old paper checkbook for… Read more »

How to Keep Your QuickBooks Data Safe You work hard to make sure your QuickBooks data is accurate. Make sure it’s safe, too. Your QuickBooks company file contains some of the most sensitive information on your computer. You may have customers’ credit card numbers and employees’ Social Security numbers. An intruder who captured all that… Read more »

Recording Simple Expenses in QuickBooks Online Tracking even the little expenses is important. How does most of the money you owe individuals and companies get disbursed? Do you print checks, or write them by hand? Use credit cards? Pay online through your bank’s website? Keeping track of your outgoing funds can be challenging, since there… Read more »

It’s one of your more pleasant tasks as a QuickBooks user: receiving payments from customers. Here’s how it works. QuickBooks was designed to make your daily accounting tasks easier, faster, and more accurate. If you’ve been using the software for a while, you’ve probably found that to be true. Some chores, of course, aren’t so… Read more »